Strategic Benefit Advisors Inc
Southborough, MA
Strategic Benefit Advisors Inc of Southborough, MA is the broker of record on 40 Form 5500 Schedule A filings covering 24 employer benefit plans across 9 states, with $2,550,946 in reported broker commissions (plan year 2025).
Quick answer
Strategic Benefit Advisors Inc (Southborough, MA) is the broker of record for 24 employer benefit plan sponsors on 40 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Strategic Benefit Advisors Inc have?
- Strategic Benefit Advisors Inc is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 9 states.
- Who are Strategic Benefit Advisors Inc's largest employer clients?
- By plan participants, the largest include Thermo Fisher Scientific, Inc. (49,356 participants), Memorial Hermann Health System (35,084 participants) and President & Fellows Of Harvard College Harvard Human Resources, Benefi (22,367 participants).
- How much does Strategic Benefit Advisors Inc earn in commissions?
- Insurers reported $2.6 million in broker commissions and $2.1 million in fees paid to Strategic Benefit Advisors Inc for plan year 2025, per Schedule A Part 1.
- Where is Strategic Benefit Advisors Inc located?
- Strategic Benefit Advisors Inc is based in Southborough, MA and has employer clients in 9 states.
- How does Strategic Benefit Advisors Inc rank among benefits brokers in Massachusetts?
- Strategic Benefit Advisors Inc ranks #38 by employer clients among the 50 most active benefits brokers based in Massachusetts.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Strategic Benefit Advisors Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Thermo Fisher Scientific, Inc. | PA | 49,356 | 2025-12-31 |
| Memorial Hermann Health System | TX | 35,084 | 2025-06-30 |
| President & Fellows Of Harvard College Harvard Human Resources, Benefi | MA | 22,367 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.